Quote Management

Quotes let you propose a price to a client before issuing an invoice. They follow the same configurable numbering as your other documents.

The quote list

Open the Quotes menu in the Management section.

Four indicators summarise your activity at the top of the page:

The Quotes table lists your documents with the Number, Client, Amount, Issued, Expiry, Status and Actions columns.

To find a document, use the Search by client or number field, or the All statuses filter. The Export button downloads the list, and the refresh icon reloads the data.

Creating a quote

1. In the Quotes menu, click New quote at the top right.
2. Client (required): type the name in the Search for a client… field. The list shows your existing clients with their email, phone and city. The Create a new client option adds one without leaving the form.
3. Expiry: give a validity period in days — the matching expiry date appears next to it. The choose a date link sets an exact date instead of a number of days.
4. Quote lines: fill in the table (Description, Qty, Unit price, Tax, Total excl. VAT). The tax rate is pre-filled with your default rate.
5. Click Add a line to complete the quote.
6. + Add a note attaches a comment to the document.
7. Finish with Send quote to deliver it, or Save as draft to come back to it later.

The Preview button, at the top right, shows how the document will look before you send it. Cancel discards what you typed.

Line types

The dropdown next to Add a line offers four types:

• Free item — a line typed by hand
• From a product — takes a product from your catalogue
• From a service — takes a service from your catalogue
• Deduction line — a negative line, for a deposit already paid or a discount expressed as an amount

Line actions

Each line carries icons to the right of its total: reorder the line, apply a percentage discount, duplicate the line and delete it.

Totals

The side panel sums up the calculation:

• Subtotal excl. VAT
• + Discount — applies an overall discount to the quote
• Taxable base excl. VAT
• Taxes
• Total incl. VAT — with a currency selector next to the amount

Delivery receipt

The Delivery receipt switch asks the client to confirm receipt when the quote is sent.

Plan limits

If your subscription caps the number of documents, a Limit reached banner appears at the top of the form and shows this month's usage (for example "You have used 5 of 5 invoices this month"). The Upgrade button leads to the plan change.

Numbering

The prefix and the counter for quotes are configured in Settings > Billing, independently of those for invoices and credit notes. See Billing.